To send personalized letters to multiple people in your Card File

If you haven't already read the OfficeLink Overview, see Creating personalized letters using OfficeLink for more information.

If you're not using OfficeLink, see Exporting data from MYOB AccountEdge for information on creating an export file that can be used to create mail-merge letters.

The Forms Selection - Create Personalized Letters window should be displayed.

  1. Make selections about the data you want to export and then click OK. The Review Cards Before Exporting window appears.

  2. All cards whose data fit the criteria you entered in the Create Personalized Letters window appear in the list with a mark in their Export field.

    If you don't want to export the data for a card, click the mark in its Export field to remove the mark.

  1. Click Mail Merge.

  2. The Select From List window appears with a list of letter templates you can use to create personalized letters for the customers you've selected. Highlight the template you want, and click the Use Template button.

  1. Your word processor will open, and a series of dialog boxes will appear, allowing you to enter additional information that will appear in the letters. For all letters, you'll be asked to enter your name and business title.

    If you're printing letters to alert your customers that some of their items are on back order, using the BACKORD template, you also will be asked to indicate the items that are on back order.

    If you enter multiple items, they will be printed in a column; to ensure that they appear properly, we suggest that you make your entries in the dialog box in the following format:

    #WP-FLO Floral Wallpaper

    #WP-GEO Geometric Wallpaper

Note: The items you enter in the dialog box will be used on all the letters you've selected

 You can enter more than one item in the dialog box that appears when your word processing application is started. It's important to note, however, that whatever entries you make in the dialog box will be used for every letter you've selected. Using the example above, every customer you've selected will be told that their geometric wallpaper and floral wallpaper are on back order.

If some customers have ordered another combination of items that are back ordered, you'll need to repeat this procedure for those customers. Following our example, you might create one set of letters for people who ordered geometric wallpaper, a second set of letters for those who ordered floral wallpaper, and a third set of letters for those who ordered both types of wallpaper.

    If you're printing letters to alert customers that the checks they used to pay you have bounced, using the BOUNCED template, you'll be asked to specify the check number and the amount for each customer you've selected.

    When you've made all the entries required, the personalized letters for the customers you selected will be displayed. You can edit these letters, if you like, or print them just as they are.

To send personalized letters to multiple people in your Card File